Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal/Special Situations

Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

Quiddity Leaderboard F100/F250 Jun26: Two F100 and One F250 Changes; Two Months till the Base Date

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Next-In-Line Names Now Out of the Race; One Change Likely

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity ASX Mar26 Results: 43 Changes; Some Surprises; US$1.34bn Total One-Way Flows

Quiddity Leaderboard HSTECH Jun26: Interesting Question Marks for ADDs; Reference Period Not Over

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we have presented our expectations for potential index changes for ASX 200, 100, 50, and 20 in the run-up to the June 2026 index rebal event.</li>
<li>Currently, we expect one change for ASX 50 and two changes for ASX 200 during the rebalance. </li>
<li>For the ASX 200 index, there could be two intra-review changes prior to the regular rebalance event.</li>
</ul>


In this insight, we have presented our expectations for potential index changes for ASX 200, 100, 50, and 20 in the run-up to the June 2026 index rebal event.
Currently, we expect one change for ASX 50 and two changes for ASX 200 during the rebalance. 
For the ASX 200 index, there could be two intra-review changes prior to the regular rebalance event.


Quiddity Leaderboard ASX Jun26: Two Intra-Review Replacements Possible + More Regular Changes

Kingsgate Consolidated

Quiddity Leaderboard ASX Jun26: Two Intra-Review Replacements Possible + More Regular Changes